Offer Tax-Smart Financial Planning With Confidence
Plus, enjoy 5 free CPE credits by simply listening to engaging conversations from top industry leaders.
Are you ready to take your client relationships to a new level?
That's what happens when you join Avantax®, a pioneer in tax-smart investing and wealth management since 1983.
Here to help your business grow.
Avantax® is a pioneer in tax-smart investing. Tax and Financial Professionals partner with us to create new revenue opportunities by providing holistic financial services to their clients - families, individuals, and small businesses - all through a uniquely tax-focused lens.
Avantax has partnered with LumiQ to offer you 5 CPE credits. To claim your CPE credits, complete the form below.